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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,746 | $156,398-92.5% | $147,318-92.0% | $138,895-91.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,032 | $4,853-58.1% | $4,593-55.8% | $4,194-51.5% |
| Participant deferral / active EE | $7,010 | $8,237-14.9% | $7,906-11.3% | $6,396+9.6% |
| Admin fee / account holder | $176,381 | $14,976+1077.8% | $13,708+1186.7% | $12,562+1304.1% |